A PE Roadmap to ERP
Critical insights for Operations Groups to understand such as when during the deal cycle NetSuite should be considered to maximize operational improvement for Portcos. Based on 16+ PE-backed Enterprise Resource Planning Diligence projects completed during 2018.
“In the deal flow,
when should you focus on ERP?”
The Private Equity industry is crowded, with most PE groups focusing on operational improvement using tailored tools and strategies for differentiation. But, what’s the one tool that’s sure to boost operational improvement for both the PE firm and their Portcos, while offering ample flexibility for differentiation in your value proposition?
We’ve gathered our insights from our 2018 Private Equity backed projects involving Enterprise Resource Planning software, to provide Operations Groups the absolute essential points on effectively leveraging an ERP system for operational improvement.
When the PE team should really focus on ERP
The list of PE operational improvement areas assisted by NetSuite features
Common problems for PE to avoid when implementing ERP
The checklist of when to identify ERP opportunity
How to engage with a technology partner/integrator
A tad about Trajectory Group
Trajectory is a Private Equity ERP Diligence Partner. We specialize in NetSuite implementations, optimizations, integrations and rescues. Our focus on NetSuite ERP allows for tailored, hassle-free service delivery and the ability to engage before or after acquisition.
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